Our business clients range from startup companies to companies with annual gross sales exceeding 20 million. Our firm provides personal and business tax preparation and planning, international taxation, accounting and auditing services, business and management consulting, litigation support and financial planning.
Our areas of industry specialization include retail, wholesale distribution, manufacturing, software development, construction, real estate and entertainment.
Accounting and Auditing Services:
- Individual and corporate tax planning and preparation
- IRS and state representation
- Sales and payroll tax services
- Estate & Trust tax planning and preparation
- Retirement planning
- International taxation
- Audits, reviews and compilations of financial statements
- Bookkeeping/Write-up services
- Financial projections and forecasts
- Attestation and agreed upon procedure services
- Accounting software selection & implementation
- Internal control review
- Business valuations
- Buying and selling a business
- Strategic planning
- Business performance measurement and improvement
- Debt and financing services
- Business entity selection
- Mergers, acquisitions and reorganizations
- Budgeting and cash flow
- Cost accounting services
- Litigation support
Our company provides comprehensive financial planning services for families and individuals. Securities offered through H.D. Vest Investment Services, Member SIPC, Advisory services offered through H.D. Vest Advisory Services.
Have a specific topic you want discussed for your professional society?
Want a general tax update or business tax seminar? Need specialized tax/business training or information presented to staff?
We will be glad to assist you!